Rep. Josh Gottheimer Purchases Shares of Twilio Inc. (NYSE:TWLO)

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Twilio Inc. (NYSE:TWLO). In a filing disclosed on February 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Twilio stock on January 31st. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of ICF International (NASDAQ:ICFI) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Mastercard (NYSE:MA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/30/2025.
• Purchased $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 1/30/2025.
• Sold $1,001 – $15,000 in shares of Trane Technologies (NYSE:TT) on 1/30/2025.

Twilio Stock Performance

Shares of TWLO stock opened at $143.04 on Wednesday. Twilio Inc. has a 52 week low of $52.51 and a 52 week high of $151.95. The company has a market capitalization of $21.94 billion, a price-to-earnings ratio of -55.66, a PEG ratio of 3.60 and a beta of 1.43. The company has a 50-day simple moving average of $118.81 and a 200 day simple moving average of $88.36. The company has a debt-to-equity ratio of 0.12, a quick ratio of 5.06 and a current ratio of 5.06.

Insider Transactions at Twilio

In related news, CEO Khozema Shipchandler sold 10,834 shares of the firm’s stock in a transaction that occurred on Monday, January 6th. The shares were sold at an average price of $113.58, for a total value of $1,230,525.72. Following the sale, the chief executive officer now owns 244,971 shares in the company, valued at approximately $27,823,806.18. This trade represents a 4.24 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Dana Wagner sold 4,629 shares of the company’s stock in a transaction that occurred on Wednesday, December 4th. The shares were sold at an average price of $110.00, for a total transaction of $509,190.00. Following the sale, the insider now directly owns 125,576 shares of the company’s stock, valued at approximately $13,813,360. This represents a 3.56 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 22,015 shares of company stock worth $2,483,695. 4.50% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TWLO. Morgan Stanley boosted their price objective on Twilio from $115.00 to $118.00 and gave the stock an “equal weight” rating in a report on Friday, January 17th. Baird R W upgraded Twilio from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 24th. The Goldman Sachs Group upgraded shares of Twilio from a “neutral” rating to a “buy” rating and upped their price target for the company from $77.00 to $185.00 in a research note on Monday, January 27th. Northland Securities raised their price target on Twilio from $66.00 to $86.00 and gave the stock a “market perform” rating in a research report on Thursday, October 31st. Finally, JPMorgan Chase & Co. boosted their price target on Twilio from $83.00 to $130.00 and gave the stock an “overweight” rating in a report on Friday, January 24th. Two analysts have rated the stock with a sell rating, eight have assigned a hold rating, sixteen have assigned a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $119.25.

Hedge Funds Weigh In On Twilio

Several institutional investors have recently added to or reduced their stakes in TWLO. True Wealth Design LLC raised its holdings in Twilio by 5,200.0% during the third quarter. True Wealth Design LLC now owns 424 shares of the technology company’s stock worth $28,000 after buying an additional 416 shares during the last quarter. JFS Wealth Advisors LLC raised its holdings in shares of Twilio by 244.0% in the 4th quarter. JFS Wealth Advisors LLC now owns 375 shares of the technology company’s stock valued at $41,000 after acquiring an additional 266 shares in the last quarter. Parkside Financial Bank & Trust lifted its stake in Twilio by 79.4% during the fourth quarter. Parkside Financial Bank & Trust now owns 375 shares of the technology company’s stock worth $41,000 after purchasing an additional 166 shares during the last quarter. Centricity Wealth Management LLC bought a new stake in Twilio in the fourth quarter worth $44,000. Finally, Brooklyn Investment Group bought a new stake in Twilio during the 3rd quarter valued at $46,000. 84.27% of the stock is owned by institutional investors and hedge funds.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.